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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,501 | $41,377-62.5% | $109,313-85.8% | $62,881-75.3% |
| Participation rate | 56.7% | 57.5%-0.9pp | 71.3%-14.6pp | 69.3%-12.6pp |
| Annual return | 6.34% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $592 | $1,276-53.6% | $3,892-84.8% | $2,281-74.1% |
| Participant deferral / active EE | $1,532 | $2,045-25.1% | $3,166-51.6% | $3,203-52.2% |
| Admin fee / account holder | $63 | $2,884-97.8% | $5,666-98.9% | $4,296-98.5% |